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Employer contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $120,307 | $131,835-8.7% | $108,582+10.8% | $273,972-56.1% |
| Participation rate | 80.0% | 83.5%-3.5pp | 79.6%+0.4pp | 83.0%-3.0pp |
| Annual return | 8.66% | -91.57%+100.2pp | -51.70%+60.4pp | 41.46%-32.8pp |
| Employer contribution / active EE | $393 | $4,913-92.0% | $3,758-89.6% | $4,869-91.9% |
| Participant deferral / active EE | $6,026 | $5,127+17.5% | $4,311+39.8% | $5,287+14.0% |
| Admin fee / account holder | $367 | $10,253-96.4% | $7,645-95.2% | $10,133-96.4% |